Server Management Console - Main Panel

Overview

The Server Management Console's (SMC) main panel is the area where you perform most management-related operations. When you select a tab from the navigation bar, this panel becomes populated with the corresponding objects. When working with repository objects available to a user, such as tasks, agents, events or conditions, this panel displays graphical icons and visual indicators representing those objects.

Right clicking an object inside the main panel provides a shortcut menu that contains the most common commands and controls related to that object. Right clicking an empty section of the main panel displays a separate shortcut menu that provides other commands and operations that relate to modifying or refreshing the current view.

Related Topics

Search and filter

The Server Management Console's search and filter functionality helps you quickly find existing repository objects in the Repository and System sections. Whenever the main panel displays such objects, you can enter the name or keyword of an object in the Search and Filter box to quickly find any objects that meet those criteria. Each search is performed within a given scope (a set of predefined object types to search for) and matches criteria that you define.

The search and filter feature also provides dynamic filtering that updates results in real-time as you enter in the box.

To search for an object

1. On the Server Management Console's navigation bar, select Repository or System.
2. In Search and Filter box, enter all or part of the object's name or associated keyword, and select search icon or press ENTER.
3. To display match details about an object, select Show Match Details. Double-click an object to view its properties.

To set advanced search options

1. Select the down arrow located on the right side of the Search and Filter box to display the Scope Search dialog.
2. Select the object type to filter.

Available search options

The table below describes the available advanced search options:

Option

Description

Search Scope

Filters by the scope options selected. All options are selected by default. The available options are: Workflows - Includes/excludes workflows in the search. Tasks - Includes/excludes tasks in the search. Conditions - Includes/excludes conditions/events in the search. Task Agents - Includes/excludes task agents in the search. Process Agents - Includes/excludes process agents in the search. Agent Groups - Includes/excludes agent groups in the search. Users - Includes/excludes user accounts in the search. User Groups - Includes/excludes user groups in the search. Processes - Includes/excludes processes in the search.

Views & groups

Customizing how folders and tasks are presented in the main panel can make managing them easier and more efficient. You can accomplish this by configuring the Views and Groups preferences in a manner that best suits your personal pattern of usage. Objects that appear in the workspace can be displayed several ways by selecting View. In addition, selecting Group displays objects in related sets of groups.

To modify the current view

Select the views/groups icon > Views > select a view option.

To group tasks and folders, based on specific criteria

Select the views/groups icon > Groups > select a grouping option.

To enable/disable grouping of tasks and folders

Select the views/groups icon > Groups > Show in Groups.

To zoom in or out of the current view

The zoom slider allows you to increase or decrease the size of objects that appear in the Server Management Console's main panel. You can control zoom in the following ways:

• Move the slider left or right until the desired size is reached.  
• Select + or - to zoom in or out in increments.

Available views and group options

The following view and group options are:

Control	Description
Views	Dictates how managed tasks and folders should be displayed. Use views to switch to the type of view that best fits your needs. The available options are: Tiles default - Provides a visual balance between graphical and textual information. Object name is displayed along with large icon. Icons - Like Tile View but displays smaller icons. List - Objects are displayed in a vertical list along with a small icon. Details - Displays a grid view with a list of details (for example, Object name, Type, Started on, Ended on, Result, Created by, Created on, and much more). Right clicking a column header allows customization of column sizes and enables selection of which columns to shown/hide. Left-clicking a column sorts its data in ascending/descending order. Show Information Panel - Shows or hides the Information Panel at bottom of the main panel.
Groups	Enables managed tasks and folders to be sequenced in related sets of groups. Use groups to make navigating large lists easier by grouping items alphabetically, by name, type, result, and other logical grouping. The available options are: Name - Sorts objects by name. Type - Sorts objects by type (that is, task or folder). Created By - Sorts objects by the user that created them. Created On - Sorts objects by the date they were created on. Staging - Sorts objects by its current stage (that is, In Development, Testing, Production, and Archive). Enabled - Sorts objects by enabled or disabled status. Online - Sorts agents by online/offline status. Show in Groups - Displays a group heading to better allocate each grouped information. For example, if items are grouped by Name, headings A - Z are displayed.

Object controls

The following are common controls that appear in the Repository and System sections of the Server Management Console:

Control	Description
RUN	Runs the selected Repository object (that is, workflow, task, condition, or process).
EDIT	Provides access to settings and parameters related to the Repository or System object.
NEW	Creates a new Repository or System object (that is, workflow, task, condition, process, user, or Agent Group).
DEPLOY AGENT	Deploys the selected task agent.
MORE	Provides access to the following controls (varies by object type): Edit - Provides access to settings and parameters related to the Repository or System object. Run - Runs the selected Repository object (that is, workflow, task, condition, or process). Properties - Displays the properties of the selected Repository or System object or folder. Recycle Bin - Opens the Recycle Bin. Import - Imports the specified task or workflow into the Repository's main panel section. Paste - Pastes the selected object into the selected Repository or System's folder. Select All - Selects all objects that appear in the Repository or System main panel section. Refresh - Updates a task or workflow's results status. When running multiple workflows, use this option to view the most current event-based information that is generated by the Server Management Console when the main panel view is set to Details. Uninstall - Uninstalls the selected task agent. New Folder - Creates a new Repository or System object subfolder (that is, workflow, task, condition, process, user, or Agent Group). Help - Displays help related information. The available options are: Product information - Opens the Automate product information web page. User Resource Center - Opens the Automate Knowledge Base on the Fortra Support Portal. My Account - Opens the customer account page allowing users to log into their account to modify user information, access downloads and view support resources. Ordering Information - Opens the Automate pricing information web page. Check for Product Updates - Checks if an update of Automate is currently available for download. Release Notes - Displays the release notes for the version of Automate currently installed. About - Displays the currently installed version of Automate as well as copyright information.

Object and object folder shortcut menu options

Right-clicking a Repository or System object will provide access to the following options (varies by object type):

Menu Item	Description
Edit	Provides access to settings and parameters related to the Repository or System object.
Run	Runs the selected Repository object (that is, workflow, task, condition, or process).
Export	Exports the selected objects onto the specified location. This command is active only if one or more objects are selected in the main panel.
Cut	Removes the selected objects from the current location of the main panel and copies it to the clipboard. The data in the clipboard can later be inserted in the position where the Paste command is issued.  To select more than one object, hold down CTRL during selection.
Copy	Creates a duplicate of the selected objects and places the data in a clipboard. The data in the clipboard can later be inserted in the position where the Paste command is issued.
Paste	Pastes the selected object into the selected Repository or System's folder.
Select All	Selects all objects that appear in the main panel.
Rename	Allows you to rename the selected Repository or System object or subfolder.
Refresh	Brings task status and results up to date. Use this option when running multiple workflows concurrently to view the most current event-based information that is generated by Server Management Console when the main panel view is set to Details.
Disable/Enable	Disables the specified tasks or workflows from being triggered automatically or re-enables triggering for ones that are currently disabled. NOTE: When a task or workflow is disabled (dimmed by default), they cannot run automatically but you can run them manually. To run one or more workflows/tasks manually, from SMC's Repository section,  select the desired objects and then select RUN. You can also right-click the objects, and then select Run from the shortcut menu.
New Folder	Creates a new Repository or System object subfolder (that is, workflow, task, condition, process, user, or Agent Group).
Deploy Agent	Deploys the selected task agent.
Lock/Unlock	If you lock an object, it prevents other users from using the object or making changes to it. Only you and the Automate administrator will have access to the object until it is unlocked by you or the administrator.
Properties	Displays the properties of the selected Repository or System object or folder.
Go to	Provides access to the selected object's properties.

Information Panel

The Information Panel spans across the bottom portion of the main panel and conveniently provides an area to display details about a specific workflow, task, condition, process, agent, or user object or folder without the need to drill down to that object's properties. Displayed information may vary depending on the type of object currently selected and can include object name, type, creation date, created by, and object icon.

To show/hide the Information Panel, select the views/groups icon > Views > Show Information Panel.